Portfolio Manager Tal Lomnitzer unearths a producer of green metals with a commitment to regenerating mining’s reputation.
Insights
The semiconductor industry is addressing power consumption, a key challenge in sustainable generative AI development.
Findings from a research trip of semiconductor manufacturers to assess their environmental footprint and ESG efforts.
Japanese companies are embracing shareholder-friendly governance to improve value creation through greater transparency, balance sheet accountability, and incentive alignment.
Notes from a visit to a high-end cable manufacturer – a company that is vital for the transmission of clean energy from production to consumption points.
A visit to an environmentally-friendly mine development that will produce low-carbon footprint organic fertiliser.
Site visits to a carbon recycling bio-refinery and battery anode company, which are benefiting from bacteria in different ways.
Agustin Mohedas discusses the market opportunity associated with GLP-1 agonists, the new drug tackling obesity.
Aaron Scully, Global Sustainable Equities portfolio manager, highlights three key takeaways from his recent trip to Japan.
A visit to copper and lithium mines in Chile suggests that strong demand coupled with limited supply should continue to underpin prices.